CIK: 0000926688
Total reported value
$101.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 41.63% | -4.39% | — | |
| 2 | CACC | Credit Acceptance CORP | Stock-Other | 23.43% | +0.80% | — | |
| 3 | CPRT | Copart INC | Stock-Industrials | 10.18% | — | -20.23% | |
| 4 | CMPR | Cimpress plc | Stock-Other | 9.09% | +1.37% | -2.23% | |
| 5 | WRLD | World Acceptance CORP | Stock-Other | 6.37% | +0.29% | — | |
| 6 | YELP | Yelp INC | Stock-Other | 5.27% | -0.22% | EXIT | |
| 7 | ✓ | Stock-Other | 3.54% | — | +4.28% | ||
| 8 | SYXUSD | Systemax INC | Stock-Other | 0.49% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | YELP | Yelp INC | +2.4% | +3.47% | Add |
| 2 | CACC | Credit Acceptance CORP | +2.4% | — | Unchanged |
| 3 | CMPR | Cimpress plc | +1.8% | -2.23% | Trim |
| 4 | CPRT | Copart INC | +0.5% | -20.23% | Trim |
| 5 | WRLD | World Acceptance CORP | +0.3% | — | Unchanged |
| 6 | SYXUSD | Systemax INC | +0.2% | — | Unchanged |
| 7 | ✓ | +0.2% | +4.28% | Add | |
| 8 | W | Wayfair Inc- Class A | -7.7% | — | Unchanged |